Marcos
Morales

J.P. Morgan Securities LLC

CRD#4930815
Investment Advisor
in Austin, TX
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About this Advisor

Marcos Morales is a certified financial planner working in Austin, Texas, who has been in the industry for 16 years. Morales currently works for J.P. Morgan Securities LLC. Their career trajectory has included roles at Apartments Now, Chase Investment Services Corp and J.P. Morgan Securities LLC. Morales holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in Texas. J.P. Morgan Securities LLC is a company that has its headquarters in Austin, Texas. It has offices in 5,365 locations and a total of 5,713 financial advisors. It manages $113 billion in assets under management across its 505,984 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 190 charities and foundations. Of its 505,984 customer accounts, 16% belong to high-net-worth investors who have at least $1 million in assets available to invest. J.P. Morgan Securities LLC offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically vary depending on the type of financial services provided. Fees charged by J.P. Morgan Securities LLC likely include some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

16 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

9739 Great Hills Trail
Austin, TX 78759

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

TX Average: $7,464,549,021
Total Number of Employees

5,713

TX Average: 88
Total Number of Accounts

505,984

TX Average: 3,892
Average Account Size

$222,350

TX Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Marcos Morales Work History

Marcos has 16 years of experience.

2017 - Present (2 years)

J.P. Morgan Securities LLC

2012 - 2017 (5 years)

J.P. Morgan Securities LLC

2010 - 2012 (2 years)

Chase Investment Services Corp

2006 - 2010 (4 years)

Chase Investment Services Corp

2002 - 2009 (7 years)

Apartments Now

Disclosures

Marcos Morales has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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